Clayton Hall is a financial advisor with Windsor Advisory Group, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including four years at J.P. Morgan Investment Management Inc. prior to joining Windsor Advisory Group in 2017. Windsor Advisory Group serves ultra-high net worth individuals, families, and their related entities by providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized investment plans implemented across public and private markets, including private equity and hedge funds, and manages pooled private investment vehicles in a distinctive structure uncommon among multi-team firms.

Ralph Antolino Jr. is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Kestra Investment Services, LLC since 2016 and longstanding involvement with Antolino & Associates, Inc. and Lino Properties. Outside of advising, he serves as a director of The Carmella Foundation, a charitable organization, and is a published author and public speaker. ANTOLINO Wealth Advisors is a team of about ten advisors managing approximately $1.4 billion in client assets. The firm provides financial planning, consulting, and portfolio management to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a modular planning approach and a range of investment strategies that combine fundamental and technical analysis with risk oversight.

Alec Schrock is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, with one year of industry experience. Prior to joining Peak, he held roles in education at Jonathan Alder Local School District and Taylor University. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm employs a tailored investment approach based on client objectives, time horizon, and risk tolerance, and offers additional support through an in-house CPA and estate planning assistance.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

Corey Jordison is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining the firm, he held roles at Worldwide Express, Milwaukee Tool, and TechTronic Industries. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax services and utilizes a third-party platform for estate planning, tailoring advice to clients' objectives, time horizons, and risk tolerance.

Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

Philip Kessler is a financial advisor at SWS Partners, LLC in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with SWS Partners since 2015. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a diverse client base including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blended investment approach combining passive asset-class exposures with research-driven active selection and offers proprietary model portfolios, wrap-fee programs, and access to alternative investments.

Isao Shoji is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TSG Advice Partners, LLC since 2019. Prior to joining TSG, he worked at Ameriprise Financial Services, Inc. for 13 years. Outside of advising, he is involved in business operations as a member of SG Capital LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm uses an institutional modeling system focused on ETF-centered portfolios with a long-term orientation and offers in-house tax preparation and bookkeeping services.

Mikhail Poltyrev is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at GGM Financial LLC. He previously worked at JPMorgan Securities LLC for six years and has co-owned a private eBay sales business, BAM Distributing, since 2016. GGM Financial, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using various analytical methods and ongoing portfolio monitoring.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Callie Jacoby is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2023, she spent 26 years at PNC Bank NA. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and offers discretionary and non-discretionary investment management, with specialties including family business sales, retirement and legacy planning, and family office services.

Kris Herminghuysen is a financial advisor at Columbus Investment Advisory Inc. with a Series 65 credential and four years of industry experience. He has been with Columbus Investment Advisory since 2018 and was self-employed for ten years prior. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds, managing a relatively small client base with an emphasis on independence and specific operational practices.

Theodore Winders is a CFP® and CFA® with 15 years of experience in financial advisory. He is currently with Yarger Wealth Strategies, LLC, joining the firm in 2023 after seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, utilizing a customized investment approach that includes ETFs, mutual funds, equities, bonds, and alternative investments.